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Bmby Integration

ApproveThis manages your Bmby Integration approvals.

April 17, 2025

Integration Category: Crm

When Bureaucracy Meets Automation

Let's be real - approval processes are where productivity goes to die. Someone needs to sign off on a project change. A new lead sits waiting while three VPs debate whose inbox it belongs to. A contractor needs system access yesterday, but first needs seven people to click "approve" across five different platforms. This is where combining ApproveThis and Bmby turns gridlock into flow.

Bmby handles your customer data and project management. ApproveThis handles the politics. Together via Zapier, they make sure the right people say "yes" at the right time - without another godforsaken Teams meeting. We're talking about turning what used to take weeks into hours, using tools your team already works with daily.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees get squeezed hardest by approval bottlenecks. You're too big for ad-hoc Slack approvals, too small for custom enterprise solutions. This integration attacks three specific pain points:

1. No more approval black holes: Bmby tracks projects, ApproveThis tracks decisions. Connect them and you actually see why that client deliverable is stuck.

2. Stop paying for approval seats: Your external legal team doesn't need full Bmby access just to review contracts. ApproveThis lets them vote via email while keeping everything synced back to Bmby.

3. Kill the spreadsheet trackers: If your ops team has a "Master Approval Log" Google Sheet with 17 tabs, this integration is your intervention.

Real-World Use Cases That Don't Suck

1. The Marketing Agency That Stopped Ghosting Clients

Imagine a 200-person digital agency using Bmby for client projects. Their old process: Account leads would update project scopes in Bmby, then manually email stakeholders for approval. Requests got buried, clients chased status updates, and margin leaked on unbilled work.

With the integration:
- Any Bmby project scope change auto-triggers an ApproveThis workflow
- Legal approves liability clauses via email (no Bmby license needed)
- Client success leads approve budget changes in their CRM
- Once fully approved, Bmby automatically updates project docs and notifies the client

Result: 68% faster change approvals, 12% reduction in write-offs from unapproved work.

2. The Manufacturing Playbook for Supplier Chaos

A 1,200-employee industrial equipment maker uses Bmby to manage 300+ suppliers. Their headache: Procurement would update supplier terms in Bmby, then play telephone with legal, finance, and engineering leads to get sign-offs.

Post-integration:
- New supplier RFPs in Bmby launch approval chains in ApproveThis
- Finance auto-approves orders under $50k via thresholds
- Engineering leads get SMS alerts for technical spec reviews
- All approvals sync back to Bmby with full audit trails

Outcome: Reduced supplier onboarding from 22 days to 3, cut compliance audit prep time by 75%.

3. The Healthcare Tech Company That Fixed Compliance Nightmares

A HIPAA-compliant SaaS company with 850 employees uses Bmby for client implementations. Their crisis: Every new hospital system integration required 14 sign-offs across security, compliance, and engineering teams. Manual tracking failed constantly.

Integration solution:
- New client projects in Bmby trigger parallel approval tracks
- Security team gets high-priority ApproveThis alerts with SLA timers
- Conditional routing skips redundant approvals when criteria are met
- Denied requests auto-create Jira tickets with rejection reasons

Impact: 83% faster compliance approvals, zero failed audits since implementation.

How to Set This Up Without Losing Your Mind

Zapier does the heavy lifting here. If you can set up a Slack channel, you can handle this:

Step 1: Create your Zapier account (free tier works for testing)
Step 2: Connect Bmby and ApproveThis as apps in Zapier
Step 3: Pick your trigger - "When X happens in Bmby..."
Step 4: Set the action - "...do Y in ApproveThis"
Step 5: Test with a real approval process (start with something low-risk like newsletter copy approvals)

Pro tip: Use ApproveThis's calculated fields to auto-approve routine requests. Example: If a Bmby project's estimated hours < 40 and cost < $5k, auto-approve but notify managers.

Why Your Teams Will Actually Use This

For Sales Leaders:

Finally solve the "Who approved this discount?!" problem. When Bmby opportunities hit certain thresholds, ApproveThis forces structured approvals. Approved deals auto-update in Bmby; denied ones trigger pipeline reviews. Your forecast accuracy just became defensible.

For Operations Managers:

Those "urgent" facility requests that somehow always come in at 4:45 PM? Set geo-fenced approval rules in ApproveThis. Maintenance requests from the Chicago office over $10k? Auto-route to regional directors via SMS. Denied requests explain why in Bmby comments. No more guessing games.

For IT Directors:

New SaaS tool request in Bmby? Launch approval workflows that automatically check existing licenses via API. Auto-approve if under budget and no security flags. Everything else routes to security teams with pre-vetted questions. Users get status updates without ticket spam.

The Nuts and Bolts You Care About

ApproveThis brings three killer features to Bmby workflows:

Email approvals: External partners approve directly from their inbox - no logins, no passwords, no "how do I use this software?" support tickets.

Vacation coverage: Approval chains don't care about PTO. Set fallback approvers so requests don't die because someone's hiking the Alps.

Threshold rules: Auto-approve small expenses but escalate big ones. Set dollar limits, project sizes, or custom criteria from Bmby data.

When Not to Use This Integration

This isn't magic fairy dust. If your approval processes are broken because of toxic culture, no app will help. Also, don't bother if:

- You have <5 approvals/month (just use Bmby comments)
- Your legal team insists on wet signatures for everything
- You enjoy being the bottleneck everyone complains about

Getting Started Without the BS

No "contact sales" nonsense. Start a free ApproveThis trial, connect to your Bmby via Zapier, and run one real process this week. Not sure which workflow to automate first? Here's your cheat sheet:

Service businesses: Client change orders
Manufacturing: Supplier PO approvals
Healthcare: Compliance sign-offs
Tech: New tool requests
Retail: Location-specific promotions

Ready to stop chasing approvals and start clearing pipelines? Get ApproveThis or book a 15-minute demo that actually shows how this works with your Bmby setup.

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Integrate with Bmby Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Bmby

Suggested workflows (and their Zapier components) for Bmby

Create approval requests for updated Bmby entities

Ensure organizational consistency by automating approval requests for any update, insert, or deletion in Bmby. This integration helps you maintain oversight on project changes by automatically creating a request in ApproveThis when entities in Bmby are modified or updated.

Zapier Components

Bmby Logo

Trigger

Bmby Trigger

Trigger after update, insert delete entities in Bmby.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add leads for approved requests from ApproveThis

Streamline lead generation by creating leads in Bmby every time a request is approved in ApproveThis. This automation ensures that only approved opportunities get converted to leads, saving time and effort for your sales team.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Bmby Logo

Action

Create Lead

Creates a new lead to your project.

Initiate approval for new Bmby project users

Manage user access to projects efficiently by initiating approval processes for new users added to any project in Bmby. This integration helps ensure that only authorized personnel gain access, maintaining project integrity and security.

Zapier Components

Bmby Logo

Trigger

Users Project

Set users of your project.

Action

Create Request

Creates a new request, probably with input from previous steps.